Proposal for Chesco Remodeling LLC

Proposal for Chesco Remodeling LLC

Exit-Readiness Fractional Leadership Engagement

What You're Building Toward

A buyer—whether that's a strategic acquirer or a private equity platform—wants to see:

  • Systems that work without the owner
  • Revenue that's diversified and predictable
  • A management team that can execute
  • Clean books and organized documentation
  • Profitable operations with room to scale

You've built a solid reputation. The certifications (GAF, Owens Corning, BBB A+) and reviews prove you do quality work. Now we're building the business infrastructure that makes Chesco valuable to a buyer and operable without you.

The Work: Three Focus Areas

1. Operations: Systems & Documentation

What we'll build:

  • SOP library for estimating, scheduling, change orders, safety, service calls, warranties, punch-lists, closeout (documented and built into an AI chatbot for internal team use)
  • Standardized pricing books and estimating templates across all service lines
  • Vendor price libraries that stay current
  • Project management platforms and CRM integration (lead intake through payment and warranty tracking)
  • AI and LLM implementation for operations automation, document generation, and process optimization
  • Data room with organized corporate docs, financials, licenses, insurance, contracts, equipment records

Why it matters: Buyers pay for predictability. If your processes live in your head, they're buying a job, not a business. Documented systems—enhanced by AI—prove the business can scale and operate without you.

2. HR: Reducing Owner Dependency

What we'll build:

  • Management structure: estimator/PM lead, production manager, service manager, office/admin lead
  • Automated HR processes (minimum 50% reduction in manual HR work through technology and AI)
  • Formal onboarding, training ladders, skill certifications for crews
  • Updated employee handbook and contractor agreements (IP, confidentiality, non-solicit where lawful)
  • Subcontractor compliance system (W-9s, COIs, lien waivers, master agreements)
  • Relationship transfer map for suppliers, referral partners, insurance adjusters

Why it matters: The business has to run when you're not there. We'll build a team that handles day-to-day operations, automate repetitive HR tasks, and shift key relationships from you personally to company roles. Buyers want a business, not a dependency.

3. Technology: Marketing, Pipeline & Revenue Quality

Technology Optimization & Integration

  • Complete technology stack audit and optimization across all systems
  • AI implementation for marketing automation, content generation, lead scoring, and customer communication
  • Introduction of new, more efficient technologies where needed (you'll get recommendations backed by O2S's 300+ technology and IT partners)
  • System integration to eliminate data silos and manual handoffs

Marketing & Brand Assets

  • In-house SEO and Google Ads capability (training your team on the strategy I outlined)
  • AI-powered content creation and optimization workflows
  • Strengthened local SEO for each service area and service line
  • Case studies with before/after photos
  • Transferable digital asset inventory (domain, hosting, GBP, analytics, ads accounts, social, tracking)

Revenue & Pipeline Management

  • Customer concentration analysis and diversification plan (top 10 customers <30% of revenue)
  • AI-enhanced lead qualification and pipeline management
  • Recurring revenue programs (maintenance plans, inspections, warranty service contracts)
  • Formalized referral engine with realtor/inspector/agent partnerships tracked in CRM
  • Lead-to-close tracking by channel with AI-driven insights

Why it matters: Buyers discount businesses dependent on you for sales or a few big customers. Diversified revenue, optimized technology systems, AI-powered marketing, and recurring income increase valuation. Training your team on SEO/Google Ads is part of this—you'll own the capability instead of renting it from an agency.

How We'll Handle SEO & Google Ads

You want to bring this in-house and potentially switch platforms. Smart move. Here's how we'll do it:

Phase 1: Foundation

  • Audit current site, analytics, keyword landscape
  • Set up tracking and conversion events properly
  • Choose platform approach (WordPress vs Squarespace—I'll help you decide based on your tech comfort and growth plans)
  • Identify 1-2 team members who'll own this work

Phase 2: Training & Implementation

  • I'll train your team on the SEO strategy I outlined (on-page, local, technical, content)
  • Set up Google Ads structure (campaign segmentation, geo-targeting, landing pages, conversion tracking)
  • Build templates and AI-assisted workflows for content, meta tags, ad copy
  • Establish monthly KPI tracking (lead-to-close by channel, cost per lead, conversion rate)

Phase 3: Refinement

  • Review performance data, adjust bids and targeting
  • Refresh content, expand service area pages, add case studies
  • Optimize landing page conversion rates
  • Document the ongoing process so it doesn't depend on one person

This isn't outsourced—you'll own it. I'm teaching your team to execute. You save the ongoing agency fees and build an internal capability that adds value to the business.

Investment & Timeline

Engagement structure:

Fractional COO/Operations Lead (flexible scheduling)

Timeline:

Depends on current state and how fast you want to move

Monthly retainer:

$2,500/month
Includes:
  • Hands-on operations, HR leadership, and technology optimization/integration
  • 1:1 owner/founder/executive coaching
  • Day-to-day operations support and team meetings
  • Technology strategy and team training (including SEO/Google Ads)
  • Exit preparation and documentation
  • Unlimited email/phone access for operational questions

What's not included:

  • Software/platform costs (CRM, project management tools, etc.)
  • Outside legal or accounting fees for deal structure
  • Business broker or M&A advisor fees (I can recommend vetted partners when you're ready)

Next Steps

If this feels right:

  1. Kickoff meeting (week 1-2): Current state assessment, prioritize quick wins, set 30-60-90-day goals
  2. Team introductions (week 2): Meet key people, understand who does what today
  3. Systems audit (weeks 2-4): Document what exists, identify gaps, build roadmap